Harper Investing’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Harper Investing’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$359K	Buy	5,242 +715	+16%	+$49.5K	0.11%	71
2026 Q2	$315K	Sell	4,527 -244	-5%	-$16.6K	0.11%	73
2026 Q1	$307K	Sell	4,771 -820	-15%	-$54.1K	0.13%	65
2025 Q4	$363K	Sell	5,591 -74	-1%	-$4.8K	0.16%	55
2025 Q3	$365K	Buy	5,665 +316	+6%	+$19.8K	0.17%	52
2025 Q2	$329K	Buy	5,349 +1,268	+31%	+$74.1K	0.18%	51
2025 Q1	$235K	Buy	+4,081	New	+$238K	0.16%	48

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Harper Investing's AOR Position: Q3 2026 in Review

Harper Investing increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 16% in Q3 2026, buying an estimated $49.5K and bringing the position to 5,242 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #71.

Harper Investing first reported a position in AOR in Q1 2025 and has held it in 7 quarters since. The position peaked at $365K in Q3 2025. 167 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Harper Investing held 5,242 shares of iShares Core 60/40 Balanced Allocation ETF worth $359K as of Q3 2026.
Harper Investing bought 715 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $49.5K.
iShares Core 60/40 Balanced Allocation ETF made up 0.11% of Harper Investing's portfolio in Q3 2026, its #71 holding.
Harper Investing first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and has held it in 7 quarters since.
Harper Investing's iShares Core 60/40 Balanced Allocation ETF position peaked at $365K in Q3 2025.
167 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.